Hedge Funds Similar to Soundwatch

13F Portfolio OverlapQ2 2026Soundwatch portfolio →

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Most similar hedge funds by 13F overlap

Soundwatch Capital LLC is an institutional investor managing $901M across 53 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Soundwatch are Granite Group Advisors, Avantax Planning Partners, EDGAR LOMAX, with shared positions in $TXN, $LMT, $AMGN. The full ranking of 25 similar funds is below.

#1Granite Group Advisors, LLCActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$169M

84 positions

#2Avantax Planning Partners, Inc.Active

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$4.0B

454 positions

#3EDGAR LOMAX CO/VAActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$1.3B

58 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$1.2B

106 positions

#5ALBION FINANCIAL GROUP /UTPassive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$1.7B

652 positions

#6First Fiduciary Investment Counsel, Inc.Passive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$529M

75 positions

#7PENN DAVIS MCFARLAND INCActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$1.1B

79 positions

#8CULLINAN ASSOCIATES INCActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$1.3B

204 positions

#9UNITED BANKActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$853M

130 positions

#10Weaver C. Barksdale & Associates, Inc.Passive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$111M

62 positions

#11Deseret Mutual Benefit AdministratorsPassive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$306M

518 positions

#12Beaumont Asset Management, L.L.C.Smart money

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$257M

79 positions

#13PYA Waltman Capital, LLCActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$421M

67 positions

#14Emerald Advisors, LLCSmart money

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$796M

130 positions

#15Kesler, Norman & Wride, LLCPassive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$631M

271 positions

#16PATRON PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$260M

193 positions

#17Campion Asset ManagementActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$164M

83 positions

#18Greystone Financial Group, LLCPassive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$358M

74 positions

#19Crescent Sterling, Ltd.Passive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$112M

85 positions

#20Kaydan Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$328M

115 positions

#21Ipsen Advisor Group LLCPassive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$155M

107 positions

#22NEW ENGLAND ASSET MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$863M

131 positions

#23BankPlus Trust DepartmentActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$428M

470 positions

#24BankPlus Wealth Management LLCActive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$222M

126 positions

#25STIFEL FINANCIAL CORPPassive

Slight overlap · 3 shared positions

$TXN $LMT $AMGN

$120.2B

3,702 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.